HSBC Holdings
UAM

HSBC Holdings’s Universal American Corp UAM Stock Holding History

HSBC Holdings’s Portfolio UAM Stock Details UAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,949
Closed -$85K – 2236
2016
Q1 		$85K Buy
11,949
+150
+1% +$974 ﹤0.01% 2030
2015
Q4 		$82K Buy
+11,799
New +$84.1K ﹤0.01% 2172

Other funds holding UAM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LEP
Lee Equity Partners New York $71.1M AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HSBC Holdings's UAM Position: Q2 2016 in Review

HSBC Holdings sold out of Universal American Corp (UAM) in Q2 2016, closing a stake of 11,949 shares — an estimated $85K sold.

HSBC Holdings first reported a position in UAM in Q4 2015 and held it in 2 quarters. The position peaked at $85K in Q1 2016. 83 funds tracked by Wall St. Rank hold UAM as of Q2 2016.

  • HSBC Holdings reported no remaining Universal American Corp position as of Q2 2016 after selling out during the quarter.
  • HSBC Holdings sold 11,949 Universal American Corp shares in Q2 2016, an estimated $85K.
  • HSBC Holdings first reported a position in Universal American Corp in Q4 2015 and held it in 2 quarters.
  • HSBC Holdings's Universal American Corp position peaked at $85K in Q1 2016.
  • 83 funds tracked by Wall St. Rank held Universal American Corp as of Q2 2016.

Based on HSBC Holdings's 13F filing for Q2 2016, filed 12 Aug 2016.